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核电:7月份国内外核电形势持续改善,中国重启核电的环境正在逐步成熟,建议关注8月份核电窗口期动态,重启时点可能继续延后至11月,给予核电行业“中性”评级。从运营角度来看,装机规模到2020年将增长超过6倍,运营商及相关耗材长期向好,建议关注江苏神通等。同时国内所有已建和在建核电站的整体国产化率仅61.72%,尤其在核岛中,设备国产
Nuclear: July nuclear power continued to improve the situation in China, China restart nuclear power environment is gradually maturing, it is recommended to pay attention to the dynamics of the nuclear window in August, the restart point may continue until November, to give the nuclear power industry . From an operational point of view, the installed capacity will increase by more than 6 times by 2020, and operators and related consumables will have a long-term improvement. It is recommended to pay attention to Jiangsu Shentong and others. At the same time, the overall localization rate of all domestic built and under construction nuclear power plants is only 61.72%, especially in the nuclear island. The domestic equipment